JDH Wealth Management, LLC
JDH Wealth Management, LLC reported 61 positions worth $164.3M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: DFAC (12.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $21.2M | 12.93% | 478,822 | — | — | |
| ▸ 2 | DFIV | SH | $15.5M | 9.46% | 287,818 | — | — | |
| ▸ 3 | DFAT | SH | $15.2M | 9.27% | 217,913 | — | — | |
| ▸ 4 | DFUV | SH | $11.7M | 7.15% | 213,484 | — | — | |
| ▸ 5 | BSVO | SH | $10.2M | 6.22% | 350,048 | — | — | |
| ▸ 6 | DFUS | SH | $9.1M | 5.53% | 110,958 | — | — | |
| ▸ 7 | DFAS | SH | $8.1M | 4.92% | 98,258 | — | — | |
| ▸ 8 | DFAU | SH | $7.1M | 4.33% | 137,571 | — | — | |
| ▸ 9 | DFIC | SH | $6.8M | 4.13% | 181,966 | — | — | |
| ▸ 10 | VGIT | SH | $6.2M | 3.76% | 104,682 | — | — |
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Frequently Asked Questions
What stocks does JDH Wealth Management, LLC hold as of Q2 2026?
JDH Wealth Management, LLC reported 61 positions worth $164.3M in its Q2 2026 13F filing. Largest positions: DFAC (12.9%), DFIV (9.5%), DFAT (9.3%), DFUV (7.1%) and BSVO (6.2%).
What did JDH Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did JDH Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.